Washington DC area
- Tweets 37,085
- Following 1,070
- Followers 33,570
- Likes 19,465
Pinned Tweet
Buy and hold is not a process... Buy and hold is a recipe to give back half or more of what you have earned over the last 5-10 years. Have a process and understand risk. You can make back money but not time.
47
88
565
Michael Lebowitz, CFA retweeted
Regardless of the headline, the employment report was cyclically strong.
But importantly, the economy is far less dependent on employee income than it was historically.
The Fed will have to cool the labor market more than usual to achieve the same effect.
10
7
58
12,047
Stocks are priced to return about 2 points a year less than the 10-year Treasury, the second-weakest setup for stocks versus bonds since 1881. The "death" of 60/40 may be a bit premature!
realinvestmentadvice.com/res…
2
10
1,244
Michael Lebowitz, CFA retweeted
With September in the books, the 2-year UST has risen 7 straight months for a cumulative +150 bps change during this streak, the longest since April 2022.
1
1
654
There Is A Good Alternative (TIGA) realinvestmentadvice.com/res…
1
886
Stocks are priced to return about 2 points a year less than the 10-year Treasury, the second-weakest setup for stocks versus bonds since 1881. The "death" of 60/40 may be a bit premature!
realinvestmentadvice.com/res…
2
1
11
1,174
McDonald’s At Four-Year Lows Isn’t As Worrisome As Some Fear simplevisor.substack.com/p/m…
3
2
8
1,101
Michael Lebowitz, CFA retweeted
The US 10-year Treasury bond is now at its highest yield in 19 years.
Will stocks start to crack as a result?
@michaellebowitz says we're already seeing signs they are
WATCH: piped.video/6StWMU3ziq0
3
4
23
3,620
RT @LanceRoberts: 9-25-26 From TINA To TIGA: 5% Treasuries Are Changing Asset Allocation
w/ @michaellebowitz
Investors are being forced t…
5
148
A collapsing yen, heavy import dependence, and the developed world's biggest debt load — Japan has every ingredient for runaway inflation and 1.9% CPI to show for it. The real story isn't that debt doesn't matter. It's that it works the opposite way most people think. realinvestmentadvice.com/res…
1
9
1,133
RT @LanceRoberts: Are Bonds the Markets' next opportunity?
@michaellebowitz and I look at what current bond-market conditions may be signal…
3
141
A collapsing yen, heavy import dependence, and the developed world's biggest debt load — Japan has every ingredient for runaway inflation and 1.9% CPI to show for it. The real story isn't that debt doesn't matter. It's that it works the opposite way most people think.
realinvestmentadvice.com/res…
1
5
1,161
A collapsing yen, heavy import dependence, and the developed world's biggest debt load — Japan has every ingredient for runaway inflation and 1.9% CPI to show for it. The real story isn't that debt doesn't matter. It's that it works the opposite way most people think. realinvestmentadvice.com/res…
2
2
6
1,101
